In today’s high-stakes B2B landscape, predicting change isn’t enough — leading it is the mandate. Yet too often, most organizations approach strategic planning like a checklist driven activity.
Further, most strategic planning processes lay too much emphasis on aspects such as threats, weaknesses and risks. While it is important to evaluate the deficiencies and challenges, overly emphasizing on these leads to the creation of defensive strategies.
That’s where the SOAR Matrix flips the narrative.
SOAR—short for Strengths, Opportunities, Aspirations, and Results—is a strategic planning framework built for businesses that want to scale with intention and impact. Unlike its better-known cousin SWOT, SOAR doesn’t dwell on what’s broken—it amplifies what works and focuses on what’s possible.
It’s not just another planning tool; it’s a mindset shift for teams obsessed with client success, long-term value creation, and cross-functional alignment.
There are many organizations that use SOAR matrix in their strategic decision making process. For example, Visa, John Deere, British Aerospace (BAE systems), US Army and many such large enterprises regularly use SOAR analysis. Many large consulting firms like McKinsey, Deloitte, PWC, Accenture, KPMG, etc, also this framework for their engagements.
SOAR is useful because it doesn’t just analyze—it inspires. It’s built for leaders and teams who want more than situational diagnosis. By focusing on strengths and possibilities, SOAR aligns stakeholders, drives engagement, and fosters a growth mindset across organizations.
SOAR need not be used only a year during strategic planning. It should be part a leader’s tool-kit and should be during every day decision making. Here’s why it is a powerful tool for leaders:
SOAR is especially valuable in the following growth-critical scenarios:
Conducting a SOAR analysis isn’t really difficult. All you need is good facilitation skills.
As a part of our strategic engagements with our clients, we facilitate and help our clients develop SOAR matrix.
Here are a few SOAR matrix examples of Tesla and NVIDIA that I have created for you to understand the concept better.
SOAR Matrix Example 1 : Tesla’s Entry into India
Here’s how Tesla’s move into India can be framed with a growth lens.
NVIDIA’s dominance is built on a powerful combination of hardware innovation, software integration, and ecosystem control. However, rising competition from AMD, Intel, and custom silicon players (like Google’s TPU) is prompting NVIDIA to accelerate its roadmap and deepen client entrenchment.
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In today’s hyper-competitive B2B landscape, client-centricity isn’t just a buzzword—it’s a growth engine. But embedding it into the fabric of your organization takes more than good intentions. It requires bold strategies, real-world experimentation, and a willingness to embrace both the upsides and the trade-offs. Here are five distinctive approaches that leading companies use to put clients at the center which foster client-centric culture —along with the lessons they’ve learned along the way.
Forget static journey maps built in boardrooms. The real magic happens when clients help design the experience themselves. DHL’s Innovation Centers are a masterclass in this approach. By inviting clients into co-creation workshops, DHL has developed cutting-edge logistics solutions—from parcelcopter drones to AR-powered warehouses. These sessions aren’t just about feedback—they’re about partnership, trust, and shared innovation.
Co-creation builds loyalty and unlocks solutions you’d never find alone. Clients feel heard, valued, and invested. But it’s not without its challenges. Co-creation demands time, facilitation skill, and a tolerance for ambiguity. Not every client is ready—or equipped—to ideate at this level, and not every idea will be viable. Still, when done right, the payoff is transformative.
Client-centricity isn’t the job of sales alone. When finance, ops, and engineering understand client pain points, the entire organization becomes more responsive. Salesforce’s “Customer360” enablement program immerses cross-functional teams in real client stories. Through empathy labs and role-play exercises, even backend teams learn to “walk in the client’s shoes.” The result? Products and processes that reflect real-world needs—not internal assumptions.
The benefit is clear: empathy drives relevance. Teams become more agile, more aligned, and more attuned to what clients actually care about. But the downside is that empathy training can feel abstract or performative if not tied to real decisions. Without leadership reinforcement and follow-through, it risks becoming a one-off workshop rather than a cultural shift. The key is to embed empathy into daily rituals—not just annual events.
Vanity metrics like clicks and impressions don’t drive growth. Client-centric companies track what truly matters—like how fast clients see value or how well their goals are met. HubSpot, for example, ditched superficial KPIs in favor of metrics like “Time to First Value” and “Customer Success Score.” These helped pinpoint onboarding friction and improve retention—leading to stronger client relationships and higher lifetime value.
With right metrics, you get clarity on what drives real impact. These metrics align internal teams around client outcomes, not internal outputs. But the challenge lies in data complexity and cultural inertia. Shifting from traditional KPIs to client-centric ones requires retooling dashboards, retraining teams, and sometimes confronting uncomfortable truths. It’s worth it—but it’s not plug-and-play.
Static personas belong in dusty decks. The best companies use dynamic, data-driven personas that evolve with client behavior—and influence every strategic move. IBM’s Automatic Persona Generation (APG) system creates real-time personas based on client data. These aren’t just marketing tools—they’re embedded into product development, pricing, and campaign design. It’s empathy at scale, powered by analytics.
Living personas help teams anticipate needs, personalize experiences, and make faster, smarter decisions. But there’s a trade-off: data dependency. If your inputs are flawed or biased, your personas will be too. And over-reliance on algorithms can dilute the human nuance that clients value. The best approach blends data with dialogue—quantitative insight with qualitative empathy.
The most client-centric companies don’t just serve clients—they innovate with them. Amazon’s Lab126 invites select clients and partners to co-develop products like Kindle and Echo. Early feedback shapes design and functionality, making clients feel like collaborators—not just consumers. This model deepens trust and accelerates market fit.
With this strategy, you reduce guesswork and build solutions clients actually want. Innovation becomes faster, more targeted, and more inclusive. But the risk is scope creep and misalignment. Not every client idea fits your strategy, and not every partnership scales. Managing expectations—and protecting core vision—is essential. Still, when clients become co-innovators, the relationship transcends transaction.
These five strategies show how leading B2B firms embed it across every touchpoint, metric, and decision. Each approach comes with its own rewards and realities. But together, they form a blueprint for growth that’s grounded in empathy, powered by data, and shaped by collaboration.
Whether you’re in Manufacturing & Industrial, IT, SaaS, Tech, ITES, logistics, or consulting, the path to relevance starts with one question:
#nilakantasrinivasan-j #canopus-business-management-group #B2B-client-centric-growth #client-centric-culture #DHL
We celebrate World Emoji Day today – July 17.
The first emoji was created in 1999 by Shigetaka Kurita, a Japanese designer working for the mobile communications company NTT DoCoMo. He created emojis to make digital communication more expressive and intuitive. He designed a set of 176 pixelated icons—each just 12×12 pixels. Since then, Emojis have now evolved.
Shigetaka Kurita (Source:CNN)
Have you ever wondered the role of Emoji in humanizing business communications in this digital age?
In a landscape dominated by metrics, data dashboards, and ROI spreadsheets, the humble emoji now plays a prominent role in the world of B2B messaging. What began as a millennial shorthand has quietly evolved into a strategic tool for client-centric growth professionals, seeking to infuse humanity, clarity, and nuance into their communications.
B2B messaging has long been formal, brimming with jargons, and dense proposal decks. But today’s millennial client is increasingly digital, discerning, and emotionally attuned. As a result, Emojis are now a shorthand for tone, intention, and empathy. A simple or can soften the tone, signal positivity, or break the monotony of corporate dialogue.
This shift isn’t about being casual or cool, it’s about being emotionally intelligent.
Emojis also save time!
Do Emoji’s really make any difference when it comes to business results?
Windows + .
(period) or Windows + ;
(semicolon)Outlook Add-ins
Keyboard Shortcut
Windows + .
to open emoji picker directly in a cell 43dcd9a7-70db-4a1f-b0ae-981daa162054Insert as Image
Insert > Pictures
to add emoji imagesIMAGE()
function with emoji URLs:=IMAGE(“https://emoji.beeimg.com//64/twitter”)
Insert Tab
Insert > Emoji
(or use Windows + .
)Symbol Dialog
Insert > Symbol > More Symbols
As B2B grows more human-centric, the rise of emojis signals an evolution — not a dilution — of professional communication. These tiny symbols remind us that behind every metric is a person. And in a noisy world, sometimes all it takes is a to spark a meaningful connection.
#nilakantasrinivasan-j #canopus-business-management-group #B2B-client-centric-growth #Emoji-Day #Shigetaka-Kurita #NTT-DoCoMo
I want to start by describing the profile of the CEO of a B2B company. He’s a technical genius and holds a couple of patents. He possesses deep-tech expertise. His growth philosophy is based on technical excellence and operational efficiency. Unfortunately, ever since he took over, the company hasn’t seen a big break. They have been lurking below their competitors in spite of superior technology. He grills his BD team day in and day out.
But the real problem is something else. It’s his mindset. He doesn’t believe that he is the “First Salesperson of his Company”. In fact, he doesn’t believe he is accountable for sales. He hardly engages with clients or prospects. Instead, he prefers to delegate client interactions to his BD team. Of course, he reviews them a lot, but he never picks up the phone and talks to a client. Neither does he voluntarily schedule visits to clients. His philosophy is that if there is a problem with clients, bring it to me. Yes, he digs deep and spends hours on technical reviews when a client complains. In fact, he tells his clients, “I’m available 24×7. Call me any time!” Clients do call him to escalate, and they fire him, and he’s always on the receiving end. Going by the Pavlovian principle of classic conditioning, every time the client calls, he’s stressed and passes it all down the line.
We consider the head of any country to be the first among equals, the first citizen. The CEO of any organization is the First Salesperson of that Company. This is even more pertinent for B2B, as sales and marketing are largely a matter of human-to-human connection.
On the contrary, let’s consider the leadership style of Marc Benioff, co-founder of Salesforce. He is known for his hands-on approach to sales and marketing and for actively engaging with customers. In one instance, when a major potential client expressed doubts about the security and reliability of Salesforce’s cloud platform, Benioff didn’t just rely on his sales team to address the concerns. Instead, he personally met with the client’s executives, listened to their concerns, and provided detailed explanations about the robustness of Salesforce’s infrastructure and the benefits of moving to a cloud-based CRM system.
Image credit : Guykawasaki.com
Marc Benioff’s hands-on approach to sales, his persistence in overcoming challenges, and his growth mindset pushed the boundaries of not only his company but the tech industry as a whole. Under Benioff’s leadership, Salesforce introduced the concept of subscription-based pricing for enterprise software, which departed from the traditional perpetual license model. This approach made enterprise-level CRM accessible to companies of all sizes, democratizing access to powerful business tools.
Benioff is not an exception. Larry Ellison, co-founder and former CEO of Oracle Corporation, was renowned for his aggressive sales tactics and direct involvement in major sales negotiations. In Oracle’s early years, Ellison took on the role of chief salesman, leveraging his industry connections and technical expertise to win over large corporate clients for Oracle’s database solutions.
Benioff and Larry are exemplary examples of the first salespersons of their company.
Without the First Salesperson, a company suffers the following consequences:.
Here are some things that the First Salesperson of a Company will do:
As a simple rule, if the CEO of a B2B company spends more than 50% of his time on the above activities, there is nothing stopping their growth. But the unfortunate reality is that they spend time reviewing decks after decks, interviewing candidates for non-strategic positions, troubleshooting issues, and having hours of board room discussions about various strategies.
Here’s what we do with Sales Transformation for B2B companies
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If I tell you that one thing you focus on can give you a 13% increase in profit margins, not only that, it can also lift customer loyalty by 8%, and what’s more, your products can grow two times faster; would you be interested in it?
A resounding yes, right!
What is it? It’s Sustainability.
The points above illustrate that sustainability is not just a moral imperative but also a strategic advantage for B2B organizations focused on client-centric growth.
For example, Microsoft, being a large B2B enterprise, has committed to and benefited from sustainability. Nike is another large consumer brand that has gone gung-ho on sustainability.
They have laid out 10 Principles for Circular Designs for creating sustainable products that I think many of us can imitate for the good of the world and for business benefits too. I’m really impressed by the simplistic appeal of the principles.
Let’s see, what are they?
Interestingly, Design Thinking played a crucial role in creating Nike’s 10 Principles of Circular Design by fostering a user-centered, innovative, and iterative approach. Here’s how Nike used Design Thinking:
I feel only because Nike applied Design Thinking they were able to create a comprehensive set of principles that guide their efforts towards circularity and sustainability. Design thinking framework is really an underutilized framework for many B2B organizations that has a lot of potential for driving business growth.
Here’s what we do with Design Thinking for B2B companies
#nilakantasrinivasan-j #canopus-business-management-group #B2B-client-centric-growth #Nike #Nike-circular-designs #design-thinking
Many of our stories are about large brands or B2B organizations and their growth strategies.
This time, we have curated this piece about an Indian business growth story that faced challenges initially but overcame them successfully. If you are from the eastern part of India, it is very likely that you have seen confectionery from the brand Bisk Farm.
Bisk Farm is the flagship brand of SAJ Food Products, a FMCG company headquartered in Kolkata. It was established in 2000 by Krishnadas Paul, when he was 60. However, he was not a newbie to FMCG, as he had been a distributor for Nestle, Dabur, and Reckitt & Colman for over 30 years.
In 2000, SAJ pioneered the introduction of sugar-free biscuits in India. Long before health-conscious options became popular in the biscuit industry, SAJ Food Products set a precedent. Their sugar-free biscuits paved the way for healthier snacking, inspiring even industry giants like Britannia to follow suit in subsequent years. But it was not a cake walk!
It was a bold path for new market entrants. Growing a new product in a new market is always an uphill climb. That was the first speed breaker for SAJ Foods for the following reasons:
SAJ Food Products had to reframe the narrative, emphasizing health benefits and appealing to health-conscious consumers. They had to carve a niche for themselves with a sugar-free range as a unique proposition.
Despite their best efforts, SAJ failed with their sugar-free products due to the following reasons:
After 4 years of hardship, in 2004, Bisk Farm encountered losses amounting to Rs 15 crore. For a start-up, this was a big number. Krishnadas and his children made one last attempt to review the company, and here are the strategic actions they took to rise from the ashes:
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Merely by pursuing these 2 strategies, they were able to turn around and come out of their financial situation.
Below are the two important takeaways for any organization, B2B or B2C, that wants to achieve consistent growth and tap its full potential.
It is very important to create a good fit between your products/services and target customer segments. For this to happen, you will need to understand the customer pain and the unique value proposition that your products/services offer. In order to achieve a good fit, you may need to take tough business calls, such as narrowing the product range, features, and geography. At first, it might look very narrow and wouldn’t resonate with your larger vision. For Bisk Farm, selling just in the eastern region was a tough call, but it helped achieve their larger vision of becoming a complete food company in the long run.
Due to the complex market dynamics in today’s VUCA world, it is very important for you to constantly gain customer/client insights and continuously fine-tune your product/service to market fit. Just doing C-Sat surveys and publishing scores wouldn’t help. Throughout its journey, SAJ Food Products has demonstrated a keen understanding of customer preferences and market dynamics. By leveraging insights into regional tastes and preferences, the company tailored its product offerings and marketing strategies to resonate with local consumers. So this can lay the foundation for sustained growth and market leadership.
Subsequently, SAJ Food Products pursued an aggressive expansion strategy. By investing in new production facilities in strategic locations like Siliguri and Bangalore, the company increased its manufacturing capacity and strengthened its distribution network. This facilitated its expansion into previously untapped regions. They kept the prices constant at Rs 10 and expanded to small pockets in Tamil Nadu and Andhra Pradesh with 1700 distributors, later expanding into 19 states as a pan-India brand. By 2023, Bisk Farm clocked a revenue of Rs.2,100 Cr and became the 4th largest player in India with a 4% market share.
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In a client-centric business growth strategy, effective meetings are indispensable. They ensure that client needs, expectations, and feedback are clearly communicated and understood. By structuring meetings to be concise, goal-oriented, and inclusive, businesses can foster stronger client relationships and trust. Effective meetings not only align internal teams with client objectives but also enable proactive problem-solving and innovation. Regular, transparent communication through well-executed meetings demonstrates commitment to client satisfaction and helps in building long-term partnerships. Ultimately, the effectiveness of these meetings is reflected in the overall growth and success of the client-centric business.
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Integrity plays a crucial role in client-centric business growth. When a business operates with honesty and strong moral principles, it builds a foundation of trust with its clients. Clients who trust a business are more likely to remain loyal, provide repeat business, and refer others, driving sustainable growth. Integrity ensures that the business consistently delivers on its promises, maintains transparency, and treats clients with respect. This not only enhances the company’s reputation but also creates a positive and ethical work environment, ultimately leading to long-term success and profitability.
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A winning mindset in business growth revolves around prioritizing the needs and satisfaction of clients. This mindset encourages continuous improvement, adaptability, and a proactive approach to solving client challenges. With this mindset, embrace challenges and find ways to address them proactively. Ultimately, a winning mindset aligns your business success with the client success, driving mutual growth and long-term partnerships.
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In client centric business growth, setting boundaries plays a pivotal role. Boundaries define the scope of services, expectations, and communication, ensuring clarity and trust between a business and its clients. They help manage workloads, prevent burnout, and maintain high-quality service. By clearly outlining what can and cannot be done, businesses can focus on their core competencies, leading to more efficient operations and satisfied clients. Effective boundaries also foster a professional environment where respect and mutual understanding are paramount, ultimately driving sustainable growth.
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In the pursuit of client centric business growth, endurance epitomizes the unwavering commitment to consistently deliver value despite challenges. It embodies the relentless dedication to serve clients, adapting and evolving with their needs. Endurance transforms adversity into opportunity, fostering trust and loyalty. It is about maintaining a steadfast mindset, consistently putting in efforts, and demonstrating resilience in the face of obstacles. By enduring through trials and maintaining unwavering client focus, businesses can achieve sustained growth and forge enduring relationships that propel them to greater heights.
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Prioritizing the client’s needs ensures that every interaction is meaningful and impactful. By deeply understanding their preferences and challenges, businesses can tailor their services to create unparalleled experiences. This is truly the spirit of client-centric approach that fosters loyalty and trust. In a world where choice is abundant, being genuinely client-focused sets a company apart, making every engagement significant and memorable.
#nilakantasrinivasan-j #canopus-business-management-group #B2B-client-centric-growth
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